Thomas Fortenberry
Sovereign Asset Advisors · Cedar Park, Texas
Thomas Fortenberry is a fee-only financial advisor at Sovereign Asset Advisors in Cedar Park, Texas. Sovereign Asset Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Sovereign Asset Advisors |
|---|---|
| Based in | Cedar Park, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.3M across 12 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7298489 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.sovereignassetadvisors.com |
How Thomas's firm compares
- Sovereign Asset Advisors's average account is about $192,000, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Thomas
Is Thomas Fortenberry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Sovereign Asset Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Sovereign Asset Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Thomas Fortenberry based?
Thomas Fortenberry is based in Cedar Park, Texas.
Is Thomas Fortenberry registered with the SEC?
Yes. Thomas Fortenberry is registered as an investment adviser representative in TX (CRD 7298489), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sovereign Asset Advisors manage?
Sovereign Asset Advisors reports $2.3M across 12 accounts in assets under management.
How do I contact Thomas Fortenberry?
Through Thomas's website, www.sovereignassetadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Cedar Park
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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